BSMR icon

Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

119 hedge funds and large institutions have $170M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$3.3M
2
EC
2
Elequin Capital
New York
$2.09M
3
LPL Financial
3
LPL Financial
California
$10M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.39M
5
MA
5
MONECO Advisors
Connecticut
$2.83M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$1.03M
2
Jane Street
2
Jane Street
New York
$0
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.94M
5
CA
5
CGN Advisors
Kansas
$795K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.6M 536,467 -4,470 -0.8%
Wells Fargo
2
Wells Fargo
California
$10.5M 445,666 +5,028 +1%
LPL Financial
3
LPL Financial
California
$10M 426,482 +87,575 +26%
AUB
4
Atlantic Union Bankshares
Virginia
$7.41M 315,561 +36,492 +13%
Invesco
5
Invesco
Georgia
$6.9M 293,809 +20,082 +7%
KFI
6
Key Financial Inc
Pennsylvania
$6.66M 283,788 – –
CIM
7
Confluence Investment Management
Missouri
$6.22M 265,158 -8,829 -3%
Bank of America
8
Bank of America
North Carolina
$6.04M 257,482 +26,484 +11%
VA
9
VestGen Advisors
Illinois
$4.74M 201,020 +4,705 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.3M 183,010 +16,483 +10%
CVA
11
Central Valley Advisors
California
$4.29M 182,851 -2,659 -1%
Raymond James Financial
12
Raymond James Financial
Florida
$3.99M 169,885 +11,784 +7%
UBS Group
13
UBS Group
Switzerland
$3.91M 166,610 -10,504 -6%
NA
14
NewEdge Advisors
Louisiana
$3.87M 165,074 +9,799 +6%
AWM
15
Avior Wealth Management
Nebraska
$3.47M 147,798 -9,694 -6%
KCM
16
Kathmere Capital Management
Pennsylvania
$3.3M 140,666 +140,666 New
IWC
17
Integrated Wealth Concepts
Massachusetts
$3.12M 133,095 +40,933 +44%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.07M 130,764 -13,096 -9%
PWP
19
Precedent Wealth Partners
Texas
$3.02M 128,734 +13,538 +12%
MA
20
MONECO Advisors
Connecticut
$2.83M 120,405 +41,543 +53%
ADL
21
Asset Dedication LLC
California
$2.51M 106,949 +1,943 +2%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$2.09M 89,127 +7,747 +10%
EC
23
Elequin Capital
New York
$2.09M 89,011 +89,011 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.94M 82,365 -31,745 -28%
HBT
25
Hills Bank & Trust
Iowa
$1.84M 78,411 +50 +0.1%
1
2 3 4 5